Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Sell
40,381
-72,796
-64% -$5.26M 0.5% 55
2025
Q1
$9.09M Sell
113,177
-48,669
-30% -$3.91M 1.38% 25
2024
Q4
$13.3M Buy
161,846
+52,822
+48% +$4.35M 1.79% 17
2024
Q3
$8.45M Sell
109,024
-42,782
-28% -$3.32M 1.14% 36
2024
Q2
$10.7M Buy
+151,806
New +$10.7M 1.33% 35